每日经济新闻消息，据智通财经报道，存储芯片现货价格近期大幅飙升，DDR4x颗粒年内涨幅超4倍，渠 道端已出现"惜售"囤货现象，但作为制造业实体的手机等终端厂商目前库存水位处于历史低位，普遍低于 4周（健康水位为8-10周），正面临供应链紧张下的"被动补库"局面。 据红星资本局，多个品牌新款手机日前上市，起售价涨幅100元至300元不等。 随着存储涨价潮持续发酵，联想、戴尔、惠普等PC厂商都计划涨价，涨幅最高达到20%。 其中，联想已开始通知客户即将进行涨价调整。当前所有的服务器和电脑的报价将于2026年1月1日到期， 届时新的报价将会大幅涨价。 戴尔同样向客户发出了涨价预警。业内人士表示，戴尔正考虑对PC和服务器产品涨价，预计涨幅至少 15%–20%，涨价最快可能在12月中旬生效。此前戴尔首席运营官Jeff Clarke曾警告，他"从未见过内存芯片 成本涨得这么快"，各产品线的开支都在攀升。 惠普CEO Enrique Lores则警告称，2026年下半年"可能尤其艰难"，必要时将上调价格。他指出，内存芯片 约占一台PC成本的15%–18%。 高盛分析师预测，预计美光科技第三季度营收将达到132亿美元，超过华 ...

据智通财经报道，存储芯片现货价格近期大幅飙升，DDR4x颗粒年内涨幅超4倍，渠道端已出现"惜售"囤货现象，但作为制造业实体的手机等终端厂商目 前库存水位处于历史低位，普遍低于4周（健康水位为8-10周），正面临供应链紧张下的"被动补库"局面。 据红星资本局，多个品牌新款手机日前上市，起售价涨幅100元至300元不等。 随着存储涨价潮持续发酵，联想、戴尔、惠普等PC厂商都计划涨价，涨幅最高达到20%。 其中，联想已开始通知客户即将进行涨价调整。当前所有的服务器和电脑的报价将于2026年1月1日到期，届时新的报价将会大幅涨价。 戴尔同样向客户发出了涨价预警。业内人士表示，戴尔正考虑对PC和服务器产品涨价，预计涨幅至少15%–20%，涨价最快可能在12月中旬生效。此前戴 尔首席运营官Jeff Clarke曾警告，他"从未见过内存芯片成本涨得这么快"，各产品线的开支都在攀升。 惠普CEO Enrique Lores则警告称，2026年下半年"可能尤其艰难"，必要时将上调价格。他指出，内存芯片约占一台PC成本的15%–18%。 值得一提的是，几天前美光宣布终止运营消费品牌Crucial，专注于满足来自于数据中心相关客户 ...

智通财经12月8日讯，市场高开高走，深成指涨超1%，创业板指涨超2%。沪深两市成交额2.04万亿，较 上一个交易日放量3109亿，时隔20个交易日两市成交额再度突破2万亿元。盘面上，市场热点快速轮 动，全市场超3400只个股上涨。从板块来看，福建板块再度爆发，安记食品5连板，舒华体育、福建金 森等10余股涨停。算力硬件概念走强，天孚通信触及20cm涨停创新高。商业航天概念延续强势，顺灏 股份7天6板，龙洲股份4连板。下跌方面，煤炭板块表现疲软，安泰集团、陕西黑猫下挫。截至收盘， 沪指涨0.54%，深成指涨1.39%，创业板指涨2.6%。 板块方面 板块上，算力硬件方向全线走强，东田微、致尚科技、汇绿生态、景旺电子等个股涨停，天孚通信、光 库科技、德科立、源杰科技涨超10%，中际旭创涨超6%再创新高。 中信建投证券研究认为，近期，AI产业链催化不断，包括谷歌新模型性能大幅提升及TPU展示出的较强 能力、DeepSeek V3.2正式版发布、亚马逊发布Trainium3，以及市场对摩尔线程上市展现出的高参与热 情等等，同时更多公司包括英伟达、阿里、AMD等发表否认AI泡沫的观点，均展现了AI的良好发展前 景，故而 ...

12月8日，A股市场存储芯片股表现强势，其中，诚邦股份10CM涨停，江波龙、德明利、佰维存储涨超 8%，航天智装涨超6%，香农芯创、东芯股份涨超5%。 | | | | | 存储芯片板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 603316 | 诚邦股份 | | 10.01 | 40.93亿 | 229.57 | | 2 | 301308 | 江波龙 | 1 | 8.97 | 1088亿 | 201.78 | | 3 | 001309 | 德明利 | 1 | 8.30 | 497亿 | 252.44 | | 4 | 688525 | 佰维存储 | 1 | 8.07 | 545亿 | 88.37 | | 5 | 300455 | 航天智装 | 1 | 6.19 | 220亿 | 137.21 | | 6 | 300475 | 香农村创 | 1 | 5.64 | 611亿 | 362.18 | | 7 | 688110 | 东芯股份 | 1 | 5.01 ...

| | | | | 存储芯片板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅%。 | | 1 | 603316 | 诚邦股份 | | 10.01 | 40.93亿 | 229.57 | | 2 | 301308 | 江波龙 | 1 | 8.97 | 1088亿 | 201.78 | | 3 | 001309 | 德明利 | 1 | 8.30 | 497亿 | 252.44 | | ব | 688525 | 佰维存储 | 1 | 8.07 | 545亿 | 88.37 | | 5 | 300455 | 航天智装 | 1 | 6.19 | 220亿 | 137.21 | | 6 | 300475 | 香农村创 | 1 | 5.64 | 611亿 | 362.18 | | 7 | 688110 | 东芯股份 | 1 | 5.01 | 526亿 | 377.43 | | 8 | 688262 | 国芯科技 | 事 | 4.89 | 102亿 | 9.28 | | 9 | 68812 ...

12月8日，A股三大股指集体高开，其中沪指涨0.16%报3909.23点，深成指涨0.24%报13178.96点，创业板指涨0.32%报 3119.15点，科创50指数跌0.01%报1325.97点。超导概念高开，西部材料涨停，宝胜股份、东方钽业、辰光医疗跟涨；商业航天 概念延续强势，顺灏股份7天6板，西部材料2连板，航天科技、广联航空、天箭科技、超捷股份等多股涨超6%。 盘面上，市场焦点股海王生物（8天7板）高开6.62%，商业航天概念股航天发展（16天10板）高开6.51%、顺灏股份（6天5 板）竞价涨停、航天机电（6天4板）高开2.56%，福建本地股海欣食品（8天7板）高开3.66%、实达集团（12天7板）高开 0.66%、太阳电缆（4板）高开6.08%，光刻胶概念股国风新材（13天7板）高开3.94%，机器人概念股骏亚科技（3板）高开 0.30%、龙洲股份（3板）竞价涨停，有色金属板块梅雁吉祥（8天4板）高开3.67%。 公司新闻 沐曦股份：回拨机制启动后，网下最终发行数量为2282.9081万股，占扣除最终战略配售部分后本次发行数量的70.26%， 网上最终发行数量为966.55万股，占扣除最终战略 ...

Macro Economy - The Chairman of the China Securities Regulatory Commission, Wu Qing, stated that during the "14th Five-Year Plan" period, the securities industry will undertake four major missions, including serving the real economy and supporting the construction of a financial power [2] - As of the end of November 2025, China's foreign exchange reserves reached $33,464 billion, an increase of $3 billion from the end of October, marking a continuous four-month stay above the $3.3 trillion mark [2] - The People's Bank of China reported that as of the end of November, gold reserves were 74.12 million ounces, an increase of 30,000 ounces from the previous month [3] Industry Trends - The National Healthcare Security Administration and the Ministry of Human Resources and Social Security issued the 2025 drug directory, which includes 114 new drugs, 50 of which are Class 1 innovative drugs [5] - The real estate market is transitioning from a focus on construction to filling properties with people and industries, with current housing prices under pressure due to insufficient usage value [4] - The storage chip market has seen a significant surge in spot prices, with DDR4x chip prices increasing over four times this year, while manufacturers face low inventory levels [6] Company Dynamics - Wuliangye plans to adjust the price of its 52-degree eighth-generation product to 900 yuan per bottle, with potential costs for distributors dropping to around 800 yuan after discounts and rebates [7] - Apple is experiencing significant executive turnover, with key positions related to AI and design seeing resignations, raising concerns about leadership stability [7] - China Life Insurance announced that its vice president is under investigation for serious violations of discipline and law [10]

【智通财经12月8日早间新闻精选】 1、证监会主席吴清12月6日在出席中国证券业协会第八次会员大会 发言时表示，监管层面将强化分类监管，对优质机构优化评价指标、适度拓宽资本空间与杠杆上限，提 升资本利用效率。 2、国家金融监管总局近日发布《关于调整保险公司相关业务风险因子的通知》。其 中提到，保险公司持仓时间超过三年的沪深300指数成分股、中证红利低波动100指数成分股的风险因子 从0.3下调至0.27；保险公司持仓时间超过两年的科创板上市普通股的风险因子从0.4下调至0.36。 3、证 监会就《上市公司监督管理条例（公开征求意见稿）》公开征求意见。主要内容包括：进一步强化信息 披露监管；规范并购重组行为；加强投资者保护，对市值管理、现金分红、股份回购等作出明确要求。 4、《基金管理公司绩效考核管理指引》征求意见稿已下发，要求基金投资收益指标中三年以上中长期 指标权重不得低于80%。在持基跟投上，基金经理应当将不少于当年全部绩效薪酬的40%购买本人管理 的公募基金，无权益产品的除外。 5、商务部部长王文涛接受采访时表示，将推动商品消费扩容升级： 加大直达消费者的普惠政策力度；促进大宗耐用商品消费，推进汽车流通 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 影响股市利好与利空消息 宏观新闻 1、12月5日，李强主持召开国务院常务会议，研究进一步做好节能降碳工作。 2、证监会主席吴清12月6日在出席中国证券业协会第八次会员大会发言时提到，"十五五"期间，证券行 业将肩负四大使命，涵盖服务实体经济、助力居民资产优化配置、支撑金融强国建设、推进高水平对外 开放。 吴清表示，监管层面将强化分类监管，对优质机构优化评价指标、适度拓宽资本空间与杠杆上限，提升 资本利用效率；对中小机构、外资机构探索差异化监管政策，促进特色化发展；对问题机构依法从严监 管。 3、中国证监会就《上市公司监督管理条例（公开征求意见稿）》公开征求意见。主要内容包括：完善 上市公司治理要求，规范治理架构以及控股股东、实际控制人、董事、高管等关键少数的行为；进一步 强化信息披露监管；规范并购重组行为；加强投资者保护，对市值管理、现金分红、股份回购等作出明 确要求；严厉打击违法违规行为，细化国务院证券监督管理机构在依法履职过程中可以采取的措施，对 占用担保、配合造假等行为设置专门罚则。 4、国防部、外交部就日方声称中国海军舰载机对日本自卫队战斗机"雷达照射 ...

Group 1 - The National Financial Regulatory Administration has adjusted risk factors for insurance companies, reducing the risk factor for stocks held over three years from 0.3 to 0.27 and for stocks held over two years from 0.4 to 0.36 [2][5] - The risk factor for export credit insurance and overseas investment insurance premiums has been lowered from 0.467 to 0.42, and the reserve risk factor from 0.605 to 0.545 [5] - Insurance companies are encouraged to improve internal controls and enhance long-term investment management capabilities [5] Group 2 - The China Securities Regulatory Commission emphasizes the need for securities firms and investment institutions to meet diverse wealth management demands and enhance their service offerings [3] - The focus is shifting from price competition to value competition, with larger institutions encouraged to integrate resources and smaller firms to specialize in niche markets [3] Group 3 - Baidu Group is evaluating the potential spin-off and independent listing of its subsidiary Kunlun Chip, with no guarantee that the process will proceed [4] - There are reports of price adjustments for the core product of Wuliangye, with discounts leading to a potential effective price drop to around 800 yuan per bottle, although the company clarifies that the factory price remains unchanged [4] Group 4 - The China Securities Association has appointed new leadership, with Zhu Jian from Guotai Junan Securities as the new president [7] - China People's Insurance Group is under investigation for alleged serious violations by its vice president, but this does not affect the company's operations [7] Group 5 - The European Union has fined Elon Musk's social media platform X 120 million euros for non-compliance under the Digital Services Act [9] - Musk has publicly criticized the EU's actions, claiming they are targeted at American companies and threatening retaliatory measures [8][9] Group 6 - OpenAI is set to launch its latest model, GPT-5.2, earlier than planned in response to competition from Google's Gemini 3 [10] - The upcoming model is expected to outperform Gemini 3 in reasoning capabilities [10] Group 7 - The new performance assessment guidelines for fund management companies emphasize linking performance pay to fund performance, with specific penalties for underperformance [19][24] - The guidelines require that fund managers whose products underperform by more than 10% must see a significant reduction in their performance pay [24] Group 8 - The Sichuan Provincial Government has launched a three-year action plan to promote enterprise listings and mergers, focusing on various stages of the listing process [14] - The plan includes measures to enhance the quality of listed companies and support their growth [14]